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The Joint Committee of the European Supervisory Authorities launched a consultation on amendments to the Key Information Document for Packaged Retail and Insurance-based Investment Products (PRIIPs). Since January 1, 2018, the EU PRIIPs Regulation has required providers of PRIIPs to prepare and publish a stand-alone, standardized Key Information Document (KID) for their products. Even though

Following an open letter sent out to policy makers and stakeholders by BETTER FINANCE and Efama, the CFA Institute joined forces with both organisations to denounce the lack of disclosure to EU citizens as individual investors of the past performance of investment products in the required key information documents for Packaged retail and insurance-based investment products

BETTER FINANCE and EFAMA have always been strong supporters of the “PRIIPs” Key Information Document (“KID”), seeing it as a powerful instrument for retail investors to enable sound investment choices by allowing easier comparisons within a wide range of investment products. In order for this to happen, the rules defining the detailed contents of the

Read BETTER FINANCE’s Press Release from 18 May 2016 here: "The EU Authorities’ draft implementation rules on Key Information for retail investment products must be thoroughly improved in order not to hurt savers’ and investors’ protection" ————– EFAMA PRESS RELEASE – Brussels, 18th April 2017 On 12 April, the PRIIPs KID’s (Key Information Document for

According to a survey carried out by EFAMA –the European Fund and Asset Management Association – of its corporate members, 100% of asset managers already showed support to its idea for a “European Personal Pension” – a proposed cross-border personal pension product.    The proposal complements EFAMA’s 2013 recommendation for a European brand of personal

On 23 March, MEPs Isabel Benjumea and Stéphanie Yon-Courtin addressed the Global Money Week webinar on “Investor Education in times of High Inflation, Financial Repression & Market Volatility” jointly organised by BETTER FINANCE and EFAMA. Please find their respective full speeches below. Excerpts: Isabel Benjumea: “Investor education is a key tool for the completion of

A joint webinar on 23 March 2023 @ 16h00 CET      For this year’s edition of Global Money Week (GMW), EFAMA and BETTER FINANCE have teamed up with the European Youth Parliament to jointly organise a webinar on investor education to help young citizens benefit from capital markets and support sustainable development in times

European Retirement Week 2022 will take place from 28 November through to 3 December 2022. The group of stakeholders behind the initiative jointly promote the two main goals of European Retirement Week: raising awareness of the pension challenge, and serving as a platform for stakeholders and policymakers to discuss possible solutions to ensure that people

Last week, the fund industry warned that “the EU is putting the interests of exchanges over investors”. A letter from EFAMA to the EU Authorities regarding the reform of EU rules on capital markets (“MIFIR Review” in EU jargon) opposes the compensation of securities exchanges for communicating their trade data to “dark” competitors and labels

The Lithuanian Investors Association and BETTER FINANCE, the European Federation of Investors and Financial Services Users, are organising the annual BETTER FINANCE International Investors’ Conference, scheduled to take place in Vilnius on May 30, 2024. The conference, titled “Vilnius 2024 | Shaping the Future of Finance,” will delve into various topics encompassing European and Baltic

Brussels, 13 October 2023 — BETTER FINANCE, the European Federation of Investors and Financial Services Users, in collaboration with IVA – the Austrian Shareholder Association, is pleased to announce that the International Investors Conference at the Vienna Stock Exchange and Oesterreichische Kontrollbank (OeKB) got off to a great start this morning. Keynote Carmine di Noia, Director

Video RecordingPhotosConference ProgrammeSpeakers BookletWill you afford to retire? | A presentation by BETTER FINANCE & PEKABEKeynote SpeechesPanel Discussions - Background information and reading materialPress Release

‘The Value of Financial Advice’ is an upcoming conference organized by Nordic Finance and the Good Society in Frederiksberg, Denmark. A number of esteemed keynote speakers from academia and the financial services sector will share their insights on the role of financial advice for financial decision-making. Register here.

The conference, titled “Upholding Sustainable & Accessible Capital Markets for European Investors”, is jointly organised by the Interessenverband für Anlegern (IVA), the Austrian Shareholder Association, and BETTER FINANCE, the European Federation of Investors and Financial Services Users. With contributions from a number of distinguished speakers, the event will explore a range of topics concerning capital

The Retail Investment Strategy will be key in establishing a Capital Markets Union “that works for people”. The successful combined completion of the Retail Investor Strategy and the CMU Action Plan could generate a quantum leap in investor protection, empowerment and engagement, to their benefit and to the benefit of the CMU, sustainable investing and

On Wednesday, 7 June 2023, the European Commission will be hosting in Brussels the annual Joint Conference on European Financial Integration, organised with the European Central Bank (ECB). Guillaume Prache, BETTER FINANCE’s Managing Director, will give a speech on The consumer perspective on Banking Union and Capital Market Union. More information and registration

Keynote address by Jella Benner-Heinacher on market structures, “retail” investors, and payments for order flows (PFOF) Thank you for the invitation and congratulations to FESE to organize such an impressive conference in Prague. I would have loved to be personally in this beautiful city of Prague but unfortunately, I can only attend virtually. Nevertheless, I

This document provides you with key information about this Pan-European Personal Pension Product (PEPP). It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this personal pension product and to help you compare it with other PEPPs

The pan-European Personal Pension Product (PEPP) is a voluntary personal pension scheme that offers EU citizens a new option to save for retirement. The PEPP pension scheme is complementary to existing national pension regimes.

PEPP only called into question by finance industry due to high costs for intermediaries 22 September 2020 – The latest draft of the Pan-European Personal Pension (PEPP) delegated (level 2) regulation was up for discussion last Friday during a broad and well-attended conference on the issue of PEPP and Financial Repression organised by consumer organisations

Last Wednesday, the European Central Bank (ECB)  announced a 750 billion asset-purchase programme in response to the coronavirus outbreak, causing a boost of the euro against the dollar and the pound. This new temporary asset purchase programme of private and public sector securities counters the serious risks to the monetary policy transmission mechanism and the offset

This document represents the stylised version of BETTER FINANCE’s response to the EIOPA Public Consultation on implementing measures (level 2) for the pan-European Personal Pension (PEPP) Regulation. The actual response template can be found here. Executive Summary General approach and review BETTER FINANCE welcomes the holistic approach adopted by EIOPA and agrees with the working

BETTER FINANCE’s member organisation (and experts) from the Slovak Institute of Savings and Investments have developped a Technical Working Paper on key aspects for the PEPP: how to estimate pension projections (for the PEPP KID and Benefit Statement) and how to design the PEPP Benefit Statement so that it is useful and attractive for savers.

BETTER FINANCE published its Position Paper on the implementing measures (level 2) for the Pan-European Personal Pension (PEPP) product. These measures will be based on the Regulatory Technical Standards (RTS) submitted by the European Insurance and Occupational Pensions Authority (EIOPA) to the European Commission following a period of public consultations. EXECUTIVE SUMMARY PEPP Key Information

This document provides you with key information about this pan-European Personal pension Product (PEPP). It is not a marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this personal pension product and help you compare it with other PEPPs. This is not a

The overall objective of the Pan-European Personal Pensions (PEPP) product is to offer pension savers a viable alternative that embeds appropriate risk-reward calibrations, that transparent and cost efficient and that provides decent real long-term returns for old age. In short, the PEPP should represent “a quality label for EU personal pension products and increase trust

The resources are aimed to inform on consumer credits, loans and other financial services legislations.

BETTER FINANCE welcomes the Delegated act obligations for certain large undertakings to publish non-financial information. The rules set out in the delegated act clarify and allow for the translation of the technical screening criteria of the Climate Delegated Act (and the future Environmental Delegated Act) into quantitative economic performance indicators that will need to be

“Behavioural finance experts [at Oxford Risk] have found financial advisers can give “remarkably different” advice from each other to the same clients based on factors including sleep or how long since the adviser last ate.” They said that recommendations “were closer to totally random than totally consistent” and were, furthermore, dependent on advisors’ personal characteristics

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BETTER FINANCE was mentioned in an article made by the newspaper Déontofi concerning the life insurance in Europe. Read the full article in french here. 

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The EU has been working on a framework for third-pillar personal pension products (PPPs) for quite some time now. In July 2012, the Commission requested the European Insurance and Occupational Pensions Authority (EIOPA) to provide technical advice to develop an EU Single Market for personal pension schemes. In February 2014, EIOPA delivered a preliminary report.

In a recent Financial Times article, Guillaume Prache, Senior advisor at BETTER FINANCE, criticizes the use of Article 8 funds in sustainable investing. He argues that increasing the minimum sustainable investment percentage in these funds is ineffective and prone to greenwashing. These funds often oversimplify sustainability as mere ‘green activities’ and predominantly use an exclusion

The Sustainable Finance Disclosures Regulation (SFDR) started applying in March 2021 and requires financial market participants and financial advisers to disclose at entity and product levels how they integrate sustainability risks and principal adverse impacts in their processes at both entity and product levels. It also introduces additional product disclosures for sustainable financial products making